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iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) Institutional Ownership

iShares ESG Aware 1-5 Year USD Corporate Bond ETF logo
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware 1-5 Year USD Corporate Bond ETF (NASDAQ:SUSB)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$26.97M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.91M
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SUSB Institutional Buying and Selling by Quarter

iShares ESG Aware 1-5 Year USD Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/6/2025eCIO Inc.29,853$746K0.2%N/A0.077%
5/15/2025Baird Financial Group Inc.416,332$10.40M0.0%-3.1%1.072%
5/13/2025Ethic Inc.77,391$1.93M0.0%+7.8%0.199%
5/9/2025Wealthspire Advisors LLC470,232$11.75M0.1%+0.6%1.210%
5/9/2025iA Global Asset Management Inc.29,000$725K0.0%-11.0%0.075%
5/7/2025Motco3,352$84K0.0%+80.0%0.009%
5/2/2025Bear Mountain Capital Inc.149,667$3.75M1.5%-4.3%0.385%
5/2/2025Whittier Trust Co.20,261$506K0.0%+20.5%0.052%
5/1/2025Gould Asset Management LLC CA20,700$517K0.1%+18.3%0.053%
5/1/2025LRI Investments LLC9,326$233K0.0%N/A0.024%
4/30/2025Financial Gravity Asset Management Inc.4,885$122K0.0%N/A0.013%
4/30/2025Valeo Financial Advisors LLC47,700$1.19M0.0%+12.3%0.123%
4/29/2025TD Private Client Wealth LLC48,540$1.21M0.0%-13.5%0.125%
4/29/2025Bank of New York Mellon Corp588,734$14.71M0.0%+3.4%1.515%
4/25/2025Canandaigua National Bank & Trust Co.75,382$1.88M0.2%+0.9%0.194%
4/24/2025Mascoma Wealth Management LLC10,645$266K0.1%-14.5%0.027%
4/24/2025Bartlett & CO. Wealth Management LLC76,916$1.92M0.0%+1.9%0.198%
4/22/2025Cambridge Investment Research Advisors Inc.73,290$1.83M0.0%-22.2%0.189%
4/22/2025VERITY Wealth Advisors26,322$658K0.5%+2.4%0.068%
4/15/2025Exchange Bank20,837$521K0.4%+13.7%0.053%
4/15/2025CX Institutional33,816$845K0.0%+65.5%0.087%
4/14/2025Farther Finance Advisors LLC3,977$99K0.0%+64.5%0.010%
4/9/2025ST Germain D J Co. Inc.345,998$8.65M0.4%+15.0%0.883%
4/8/2025Parallel Advisors LLC20,828$520K0.0%+11,667.2%0.053%
2/24/2025Ameriflex Group Inc.1,422$35K0.0%N/A0.004%
2/17/2025Fairview Capital Investment Management LLC32,500$803K0.0%+2.2%0.080%
2/17/2025Baird Financial Group Inc.429,568$10.61M0.0%+1.0%1.061%
2/17/2025Ameriprise Financial Inc.579,540$14.31M0.0%+5.8%1.431%
2/13/2025United Capital Financial Advisors LLC74,688$1.85M0.0%+10.8%0.184%
2/12/2025Front Row Advisors LLC5,315$131K0.0%+17.7%0.013%
2/12/2025JPMorgan Chase & Co.489,084$12.08M0.0%+24.7%1.208%
2/12/2025Wells Financial Advisors INC10,660$263K0.4%+13.8%0.026%
2/11/2025TD Private Client Wealth LLC56,133$1.39M0.0%+5.3%0.139%
2/11/2025iA Global Asset Management Inc.32,600$805K0.0%-12.4%0.080%
2/11/2025VSM Wealth Advisory LLC3,228$80K0.0%N/A0.008%
2/10/2025Creative Financial Designs Inc. ADV1,717$42K0.0%+904.1%0.004%
2/10/2025Farther Finance Advisors LLC2,418$60K0.0%+37.3%0.006%
2/10/2025EverSource Wealth Advisors LLC6,995$173K0.0%+6.6%0.017%
2/7/2025Staley Capital Advisers Inc.50,000$1.24M0.1%-9.1%0.123%
2/6/2025One Capital Management LLC62,936$1.56M0.1%+1.8%0.155%
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2/5/2025Fisher Asset Management LLC189,038$4.67M0.0%+11.9%0.467%
2/5/2025Motco1,862$46K0.0%+115.5%0.005%
2/4/2025Bank of New York Mellon Corp569,483$14.07M0.0%+1.8%1.406%
2/4/2025Wealthspire Advisors LLC467,656$11.55M0.1%-49.1%1.155%
2/3/2025Bear Mountain Capital Inc.156,411$3.87M1.5%+5.8%0.386%
1/31/2025Morton Brown Family Wealth LLC4,037$100K0.0%+53.5%0.010%
1/22/2025Klaas Financial Asset Advisors LLC141,037$3.48M0.6%+26.3%0.349%
1/17/2025Janney Montgomery Scott LLC19,534$482K0.0%+9.1%0.048%
1/17/2025Bartlett & CO. Wealth Management LLC75,465$1.86M0.0%+8.9%0.187%
1/17/2025Finley Financial LLC6,150$152K0.1%N/A0.015%
1/16/2025UMB Bank n.a.36,448$900K0.0%-29.5%0.090%
1/13/2025Eastern Bank341,906$8.45M0.2%-0.3%0.848%
1/10/2025ST Germain D J Co. Inc.300,924$7.43M0.3%+25.1%0.747%
1/6/2025Canandaigua National Bank & Trust Co.74,703$1.85M0.2%+2.9%0.186%
1/3/2025Central Pacific Bank Trust Division13,134$324K0.0%+19.3%0.033%
12/26/2024JPMorgan Chase & Co.392,337$9.87M0.0%+332.8%1.032%
11/18/2024TD Private Client Wealth LLC53,311$1.34M0.0%+2.5%0.140%
11/15/2024Continuum Advisory LLC15,909$393K0.0%+4.9%0.042%
11/14/2024Flow Traders U.S. LLC116,834$2.94M0.1%N/A0.307%
11/14/2024Captrust Financial Advisors8,167$205K0.0%N/A0.021%
11/13/2024Fisher Asset Management LLC169,009$4.25M0.0%+1.0%0.445%
11/8/2024First Horizon Advisors Inc.2,153$54K0.0%N/A0.006%
11/5/2024Mascoma Wealth Management LLC12,688$319K0.1%-7.0%0.033%
11/4/2024Arrow Financial Corp24,545$618K0.1%+12.4%0.065%
10/29/2024Bear Mountain Capital Inc.147,896$3.69M1.5%+1.9%0.391%
10/29/2024Creative Capital Management Investments LLC15,166$382K0.2%+24.6%0.040%
10/29/2024Farther Finance Advisors LLC1,761$44K0.0%+167.2%0.005%
10/22/2024Eastern Bank343,097$8.63M0.2%+0.3%0.910%
10/18/2024ST Germain D J Co. Inc.240,585$6.05M0.3%+3.7%0.638%
10/10/2024Exchange Bank18,333$461K0.4%+42.1%0.049%
10/10/2024Valeo Financial Advisors LLC42,483$1.07M0.0%+5.5%0.113%
10/8/2024Sugarloaf Wealth Management LLC1,265$32K0.0%N/A0.003%
10/3/2024Canandaigua National Bank & Trust Co.72,600$1.83M0.2%N/A0.192%
8/16/2024Front Row Advisors LLC4,440$109K0.0%+34.5%0.012%
8/2/2024Mascoma Wealth Management LLC13,637$334K0.1%-16.5%0.038%
7/31/2024Private Ocean LLC461,488$11.30M1.0%-0.2%1.285%
7/29/2024UMB Bank n.a.46,395$1.14M0.0%+67.0%0.129%
7/29/2024Whittier Trust Co.16,811$412K0.0%-35.1%0.047%
7/26/2024Cambridge Investment Research Advisors Inc.56,321$1.38M0.0%-9.0%0.157%
7/26/2024First Command Advisory Services Inc.1,142$28K0.0%N/A0.003%
7/26/2024Bank of New York Mellon Corp545,996$13.37M0.0%-2.5%1.521%
7/25/2024Hills Bank & Trust Co4,160$102K0.0%N/A0.012%
7/23/2024Bear Mountain Capital Inc.145,191$3.58M1.5%+4.6%0.404%
7/17/2024J.Safra Asset Management Corp27,687$678K0.1%N/A0.077%
7/10/2024Exchange Bank12,897$316K0.3%+36.3%0.036%
7/8/2024ST Germain D J Co. Inc.231,995$5.68M0.3%+5.1%0.651%
5/21/2024Arrow Financial Corp21,830$534K0.1%+13.8%0.062%
5/17/2024iA Global Asset Management Inc.37,200$911K0.0%N/A0.106%
5/15/2024Blue Edge Capital LLC16,030$392K0.1%+11.7%0.046%
5/14/2024Payden & Rygel Investment Group82,849$2.03M0.1%N/A0.236%
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5/6/2024Staley Capital Advisers Inc.55,000$1.35M0.1%-15.4%0.156%
5/6/2024Mittelman Wealth Management11,951$293K0.2%N/A0.034%
5/4/2024Gould Asset Management LLC CA12,305$301K0.1%+12.5%0.035%
4/25/2024Bear Mountain Capital Inc.138,795$3.36M1.4%-0.9%0.395%
4/25/2024Klaas Financial Asset Advisors LLC92,633$2.27M0.5%+6.8%0.264%
4/25/2024Valeo Financial Advisors LLC40,282$977K0.0%+3.1%0.115%
4/25/2024Cambridge Investment Research Advisors Inc.61,861$1.51M0.0%-10.9%0.176%
4/17/2024Private Ocean LLC462,192$11.31M1.2%-5.3%1.315%
4/13/2024Exchange Bank9,461$232K0.2%N/A0.027%
4/2/2024ST Germain D J Co. Inc.220,800$5.41M0.3%+8.7%0.624%
(Data available from 1/1/2016 forward)

SUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSB shares?

During the previous two years, 70 institutional investors and hedge funds held shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($14.71M), Ameriprise Financial Inc. ($14.31M), JPMorgan Chase & Co. ($12.08M), Wealthspire Advisors LLC ($11.75M), Private Ocean LLC ($11.30M), Baird Financial Group Inc. ($10.40M), and ST Germain D J Co. Inc. ($8.65M).Learn more on iShares ESG Aware 1-5 Year USD Corporate Bond ETF's institutional investors.

Which institutional investors have been buying iShares ESG Aware 1-5 Year USD Corporate Bond ETF's stock?

Of the 58 institutional investors that purchased iShares ESG Aware 1-5 Year USD Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($690.41K), JPMorgan Chase & Co. ($398.43K), ST Germain D J Co. Inc. ($321.76K), Payden & Rygel Investment Group ($165.70K), Bear Mountain Capital Inc. ($157.67K), Flow Traders U.S. LLC ($116.83K), and Canandaigua National Bank & Trust Co. ($75.38K).

How much institutional buying is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?

Institutional investors have bought a total of 1,080,641 shares in the last 24 months. This purchase volume represents approximately $26.97M in transactions.

Which of iShares ESG Aware 1-5 Year USD Corporate Bond ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold iShares ESG Aware 1-5 Year USD Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthspire Advisors LLC ($450.27K), Cambridge Investment Research Advisors Inc. ($26.45K), UMB Bank n.a. ($15.26K), Bank of New York Mellon Corp ($13.77K), Baird Financial Group Inc. ($13.24K), Whittier Trust Co. ($9.09K), and iA Global Asset Management Inc. ($8.20K).

How much institutional selling is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?

Institutional investors have sold a total of 562,959 shares in the last 24 months. This volume of shares sold represents approximately $13.91M in transactions.



This page (NASDAQ:SUSB) was last updated on 7/3/2025 by MarketBeat.com Staff
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